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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,321 | $180,459-86.5% | $154,108-84.2% | $135,380-82.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 215.52% | 888.21%-672.7pp | 735.21%-519.7pp | 519.81%-304.3pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,851 | $5,806+69.7% | $5,081+93.9% | $5,609+75.6% |
| Admin fee / account holder | $8 | $16,145-100.0% | $13,411-99.9% | $10,828-99.9% |